In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and Tina Powell delve deep into how he’s navigated the tech world and transformed himself from a Programmer to an entrepreneur masterfully leading a company to its first IPO. Hear more about his journey to becoming the CEO and Founder of The Oasis Group,...
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.
Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
This article examines the challenges associated with the SEC’s proposed cybersecurity risk management rule and the expected effect on financial services firms. He also details how firms can prepare for the new rule.
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
John O’Connell, CEO and Founder of The Oasis Group recently offered insights to Wealth Solutions Report exploring the implications of the recent complaint filed by the ransomware group ALPHV (aka “BlackCat”) and how it could impact businesses.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses why using a company email account for personal reasons is risky and how it can affect you legally.
Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today's complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act...
CEO John O'Connell was featured in this article from Wealth Solutions Report that covers a white paper he co-authored with Sora Finance and Joel Bruckenstein of T3 Technology Tools for Today, titled "Unlocking Growth Opportunities: The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios".
